OPEC, EIA and Nat Gas Watch: A Lukewarm but Bullish Supply Cut
After a load of speculations and postponements, the OPEC group finally delivered a press release, but there are still many uncertainties around...
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Energy Cable: The Review that Became a Preview!
Our apologies for the slightly delayed Energy Cable. I got caught up in the hospital with my son late yesterday, but everything is fine now! What...
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Positioning Watch – All About the Soft Landing Narrative
Hello everyone, and welcome back to our weekly positioning watch, where we as always try to dig down into the latest positioning data and give you...
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Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
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EIA and OPEC Watch: Depending on Nigeria and Iran
Welcome to our weekly EIA watch paired with a few remarks on the postponed OPEC meeting. We have had a look at OPEC production and export numbers,...
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